Leslie Pierce

Leslie Pierce

Accountant

Member

Team

PowerLinks Certificate 10/01/2013
Filling the Filing Cabinet Workshop 08/05/2014
Best Client Workshop 07/16/2014
InfoMinute Seminar 09/24/2013
Orientation Essentials 09/04/2013

Development

Nest Financial Services LLC

Nest Financial Services LLC

770-686-7007

603 Macy Drive
Roswell, GA 30076

Company

Endorsement Letters I've Received

Letters from the IRS can cause serious stress for clients.  When I sat down with John, I noticed he was fidgeting in his chair and shuffling his papers to no avail.  His IRS letter had sat unopened for some time at his home and now the deadline for him to resolve the issue was quickly approaching.   I told John the best response was for us to call the IRS together immediately.  I told him exactly how the call would proceed; how I would begin the call, introduce him, and ask the IRS to get his permission to speak to them on his behalf.  Once John knew the process, he relaxed, especially since he knew he was not going to be carrying the majority of the conversation.   Within an hour, I had gotten the IRS to hold off any action or further letters until John could comply with submitting the documentation they required.  Ultimately, John was able to pay a much smaller balance and is now clear of his IRS nightmare.

 

Referral Trigger Response

East Cobb Team

Introduced by:

Bob Stone

Bob Stone

Joined on 08/21/2013

Leadership

TeamCoOrdinator
ParticipationCoOrdinator 08/08/2022
VisitorCoOrdinator
MembershipCoOrdinator
MentorCoOrdinator
Hand Pin 03/02/2022

Membership

10-year Pin 08/30/2023
5-year Pin 08/29/2018
3-year Pin 08/24/2016

Team

Gold Star Pin 10/05/2016

Members I've Invited

Sharla Lyons

Sharla Lyons

John McColl

John McColl

Elisabeth Young

Elisabeth Young

Ini Ikpe

Ini Ikpe

Katie Cathell

Katie Cathell

Glenn Jones

Glenn Jones

Joe Koziak

Joe Koziak

Amy Taylor

Amy Taylor

Dr. Jason Regis

Dr. Jason Regis

Sponsorship